Position in DVA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$501,024
+$149,997 QoQ
Shares Held
2,252
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#327
of 625 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Heartland Bank & Trust Co holds $773,947 across 2 Medical Care Facilities names. DVA ranks #1 (64.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVA |
Davita Inc.
This page
|
2,252 | $501,024 | |
| 2 | HCA |
HCA Healthcare, Inc.
|
700 | $272,923 |
All Filings in DVA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,024 | 2,252 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $351,027 | 2,284 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $298,160 | 2,244 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $319,800 | 2,245 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $352,595 | 2,305 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||